RUSSELL STANLEY PHILLIPS


Licensee: INTERPRAC FINANCIAL PLANNING PTY LTD

RUSSELL STANLEY PHILLIPS (Adviser# 000293263) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 1, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name RUSSELL STANLEY PHILLIPS
Adviser Number 000293263
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000246638
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence ABN 14076093680
Licence Controlled By INTERPRAC LTD.
INTERPRAC PTY LTD [Date Ceased: 15/12/2017]
SEQUOIA FINANCIAL GROUP LTD
Adviser Start Date 2018-01-01
Appointing Representative Name GOLDFINCH FINANCIAL ADVISORY PTY LTD
Appointing Representative Number 001251418
Appointing Representative ABN 68616389470
Memberships Financial Planning Association of Australia (FPA)
The Tax Institute

Authorisations to provide financial product advice

  • RUSSELL STANLEY PHILLIPS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Monash University
Graduate Diploma in Financial Planning Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2018-01-01 - GOLDFINCH FINANCIAL ADVISORY PTY LTD
000436357 WATERSHED DEALER SERVICES PTY LTD
Licence controlled by: RNB GROUP PTY LTD
2016-06-06 - 2017-12-14 WATERSHED DEALER SERVICES PTY LTD
000234945 COMMONWEALTH BANK OF AUSTRALIA 2015-04-27 - 2015-09-04
000297465 PARADIGM WEALTH MANAGEMENT PTY LTD
Licence controlled by: PATRICK NALTY
2014-05-26 - 2015-01-23
000222029 HORSEY JAMESON BIRD PTY. LTD. 2011-01-10 - 2013-05-30 RUSSELL STANLEY PHILLIPS

Licensee Information

Licence Name INTERPRAC FINANCIAL PLANNING PTY LTD
Licence Number 000246638
Licence ABN 14076093680

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TREANNA MARLENE MICHLIK Interprac Financial Planning Pty Ltd Current 2018-08-31
SHANE MICHAEL NEAVES Interprac Financial Planning Pty Ltd Current 2018-08-30
SARAH JANE HART Interprac Financial Planning Pty Ltd Current 2018-08-27
ALLISA POPE Interprac Financial Planning Pty Ltd Current 2018-08-27
PREETI MALINI SHARMA Interprac Financial Planning Pty Ltd Current 2018-08-27
KEN READ Interprac Financial Planning Pty Ltd Current 2018-08-24
BRODIE READ Interprac Financial Planning Pty Ltd Current 2018-08-24
PATRICK VALENTINE HENNESSY Interprac Financial Planning Pty Ltd Current 2018-08-23
PAUL LIONEL QUIEROS Interprac Financial Planning Pty Ltd Current 2018-08-18
GEOFFREY ALEXANDER ROGERS Interprac Financial Planning Pty Ltd Current 2018-08-15

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.